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AppLovin Corp（APP）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
AppLovin Corp的季度营收约是FRESH DEL MONTE PRODUCE INC的1.3倍（$1.3B vs $1.0B），AppLovin Corp净利率更高（82.7% vs 3.2%，领先79.5%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs -2.9%），过去两年AppLovin Corp的营收复合增速更高（12.2% vs -4.1%）
AppLovin是总部位于美国加利福尼亚州帕洛阿尔托的移动科技公司，成立于2012年，旗下拥有SSP MAX、DSP AppDiscovery营销平台及SparkLabs创意工作室，可为开发者提供应用推广、变现、分析及发行服务，同时也对多家移动游戏发行商开展投资。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
APP vs FDP — 直观对比
营收规模更大
APP
是对方的1.3倍
$1.0B
营收增速更快
FDP
高出3.5%
-2.9%
净利率更高
APP
高出79.5%
3.2%
两年增速更快
APP
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $1.1B | $32.3M |
| 毛利率 | 95.2% | 10.4% |
| 营业利润率 | — | 4.5% |
| 净利率 | 82.7% | 3.2% |
| 营收同比 | -2.9% | 0.6% |
| 净利润同比 | 84.0% | 59.1% |
| 每股收益（稀释后） | $3.24 | $0.67 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收APPFDP
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
净利润APPFDP
| Q4 25 | $1.1B | $32.3M | ||
| Q3 25 | $835.5M | $-29.1M | ||
| Q2 25 | $819.5M | $56.8M | ||
| Q1 25 | $576.4M | $31.1M | ||
| Q4 24 | $599.2M | $20.3M | ||
| Q3 24 | $434.4M | $42.1M | ||
| Q2 24 | $310.0M | $53.6M | ||
| Q1 24 | $236.2M | $26.1M |
毛利率APPFDP
| Q4 25 | 95.2% | 10.4% | ||
| Q3 25 | 87.6% | 7.9% | ||
| Q2 25 | 87.7% | 10.2% | ||
| Q1 25 | 81.7% | 8.4% | ||
| Q4 24 | 76.7% | 6.8% | ||
| Q3 24 | 77.5% | 9.2% | ||
| Q2 24 | 73.8% | 9.9% | ||
| Q1 24 | 72.2% | 7.4% |
营业利润率APPFDP
| Q4 25 | — | 4.5% | ||
| Q3 25 | 76.8% | -2.1% | ||
| Q2 25 | 76.1% | 5.8% | ||
| Q1 25 | 44.7% | 4.1% | ||
| Q4 24 | 44.3% | 3.0% | ||
| Q3 24 | 44.6% | 5.3% | ||
| Q2 24 | 36.2% | 6.0% | ||
| Q1 24 | 32.1% | 4.0% |
净利率APPFDP
| Q4 25 | 82.7% | 3.2% | ||
| Q3 25 | 59.5% | -2.8% | ||
| Q2 25 | 65.1% | 4.8% | ||
| Q1 25 | 38.8% | 2.8% | ||
| Q4 24 | 43.6% | 2.0% | ||
| Q3 24 | 36.3% | 4.1% | ||
| Q2 24 | 28.7% | 4.7% | ||
| Q1 24 | 22.3% | 2.4% |
每股收益（稀释后）APPFDP
| Q4 25 | $3.24 | $0.67 | ||
| Q3 25 | $2.45 | $-0.61 | ||
| Q2 25 | $2.39 | $1.18 | ||
| Q1 25 | $1.67 | $0.64 | ||
| Q4 24 | $1.72 | $0.41 | ||
| Q3 24 | $1.25 | $0.88 | ||
| Q2 24 | $0.89 | $1.12 | ||
| Q1 24 | $0.67 | $0.55 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.5B | $35.7M |
| 总债务越低越好 | $3.5B | $176.2M |
| 股东权益账面价值 | $2.1B | $2.0B |
| 总资产 | $7.3B | $3.1B |
| 负债/权益比越低杠杆越低 | 1.65× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资APPFDP
| Q4 25 | $2.5B | $35.7M | ||
| Q3 25 | $1.7B | $97.2M | ||
| Q2 25 | $1.2B | $85.5M | ||
| Q1 25 | $551.0M | $34.4M | ||
| Q4 24 | $741.4M | $32.6M | ||
| Q3 24 | $567.6M | $50.8M | ||
| Q2 24 | $460.4M | $37.8M | ||
| Q1 24 | $436.3M | $42.2M |
总债务APPFDP
| Q4 25 | $3.5B | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | $3.5B | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | — | $405.8M |
股东权益APPFDP
| Q4 25 | $2.1B | $2.0B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $575.4M | $2.0B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $938.2M | $2.0B | ||
| Q2 24 | $814.8M | $2.0B | ||
| Q1 24 | $760.2M | $1.9B |
总资产APPFDP
| Q4 25 | $7.3B | $3.1B | ||
| Q3 25 | $6.3B | $3.1B | ||
| Q2 25 | $6.0B | $3.2B | ||
| Q1 25 | $5.7B | $3.2B | ||
| Q4 24 | $5.9B | $3.1B | ||
| Q3 24 | $5.4B | $3.2B | ||
| Q2 24 | $5.3B | $3.1B | ||
| Q1 24 | $5.3B | $3.2B |
负债/权益比APPFDP
| Q4 25 | 1.65× | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 3.22× | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.21× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.3B | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-17.2M |
| 自由现金流率自由现金流/营收 | — | -1.7% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | 1.19× | 0.34× |
| 过去12个月自由现金流最近4个季度 | — | $181.3M |
8季度趋势，按日历期对齐
经营现金流APPFDP
| Q4 25 | $1.3B | $10.9M | ||
| Q3 25 | $1.1B | $75.0M | ||
| Q2 25 | $772.2M | $113.1M | ||
| Q1 25 | $831.7M | $46.1M | ||
| Q4 24 | $701.0M | $-4.7M | ||
| Q3 24 | $550.7M | $43.5M | ||
| Q2 24 | $454.5M | $125.0M | ||
| Q1 24 | $392.8M | $18.7M |
自由现金流APPFDP
| Q4 25 | — | $-17.2M | ||
| Q3 25 | — | $60.9M | ||
| Q2 25 | — | $101.5M | ||
| Q1 25 | — | $36.1M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | — | $30.1M | ||
| Q2 24 | — | $117.0M | ||
| Q1 24 | — | $6.0M |
自由现金流率APPFDP
| Q4 25 | — | -1.7% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | -2.2% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | — | 0.5% |
资本支出强度APPFDP
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 1.1% |
现金转化率APPFDP
| Q4 25 | 1.19× | 0.34× | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 0.94× | 1.99× | ||
| Q1 25 | 1.44× | 1.48× | ||
| Q4 24 | 1.17× | -0.23× | ||
| Q3 24 | 1.27× | 1.03× | ||
| Q2 24 | 1.47× | 2.33× | ||
| Q1 24 | 1.66× | 0.72× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APP
| Other | $673.9M | 51% |
| US | $659.0M | 49% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
